Purchases and Sales Made in Q2 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q2 2023. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
439+ 1.42% |
$70.3K - $85.2K
|
31.4K
$7.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
437+ 0.41% |
$70K - $84.8K
|
106K
$26.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
435+ 0.43% |
$69.6K - $84.4K
|
102K
$25.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
434+ 3.71% |
$69.5K - $84.2K
|
12.1K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
434+ 2.82% |
$69.5K - $84.2K
|
15.8K
$3.89M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
433+ 2.07% |
$69.3K - $84K
|
21.3K
$5.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
431+ 1.87% |
$69K - $83.6K
|
23.5K
$5.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
431+ 1.22% |
$69K - $83.6K
|
35.8K
$8.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Derbend Asset Management
|
BUY
|
- |
429+ 1.05% |
$68.7K - $83.2K
|
41.2K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
424+ 0.52% |
$67.9K - $82.2K
|
82K
$20.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
420+ 0.56% |
$67.2K - $81.5K
|
75.1K
$18.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
420+ 0.43% |
$67.2K - $81.5K
|
98.1K
$24.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
419+ 0.52% |
$67.1K - $81.3K
|
81.7K
$20.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
419+ 1.1% |
$67.1K - $81.3K
|
38.6K
$9.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
418+ 2.13% |
$66.9K - $81.1K
|
20.1K
$4.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
415+ 0.11% |
$66.4K - $80.5K
|
375K
$92.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
412+ 2.35% |
$66K - $79.9K
|
18K
$4.41M
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
407+ 0.69% |
$65.2K - $78.9K
|
59.5K
$14.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
406+ 0.9% |
$65K - $78.8K
|
45.3K
$11.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
405+ 3.25% |
$64.8K - $78.6K
|
12.9K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
405+ 1.62% |
$64.8K - $78.6K
|
25.5K
$6.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
404+ 0.99% |
$64.7K - $78.4K
|
41.3K
$10.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
404+ 5.33% |
$64.7K - $78.4K
|
7.99K
$1.96M
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
404+ 0.99% |
$64.7K - $78.4K
|
41.3K
$10.2M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
402+ 2.39% |
$64.4K - $78K
|
17.2K
$4.23M
|
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
402+ 144.6% |
$64.4K - $78K
|
680
$167K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
400+ 0.96% |
$64K - $77.6K
|
42.2K
$10.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Fusion Capital, LLC
|
BUY
|
- |
394+ 0.41% |
$63.1K - $76.4K
|
95.7K
$23.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
388+ 6.36% |
$62.1K - $75.3K
|
6.49K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
387+ 1.67% |
$62K - $75.1K
|
23.5K
$5.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
387+ 2.82% |
$62K - $75.1K
|
14.1K
$3.47M
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
386+ 7.09% |
$61.8K - $74.9K
|
5.83K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
383+ 0.47% |
$61.3K - $74.3K
|
81.2K
$19.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
382+ 4.4% |
$61.2K - $74.1K
|
9.05K
$2.22M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
379+ 1.66% |
$60.7K - $73.5K
|
23.2K
$5.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
378+ 5.66% |
$60.5K - $73.3K
|
7.05K
$1.73M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
378+ 0.57% |
$60.5K - $73.3K
|
66.5K
$16.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
377+ 1.48% |
$60.4K - $73.1K
|
25.9K
$6.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
374+ 0.18% |
$59.9K - $72.5K
|
207K
$50.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
374+ 17.56% |
$59.9K - $72.5K
|
2.5K
$615K
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
372+ 1.55% |
$59.6K - $72.2K
|
24.4K
$5.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
372+ 3.36% |
$59.6K - $72.2K
|
11.4K
$2.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
372+ 0.53% |
$59.6K - $72.2K
|
71K
$17.4M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
372+ 0.95% |
$59.6K - $72.2K
|
39.4K
$9.68M
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
372+ 1.04% |
$59.6K - $72.2K
|
36.1K
$8.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
370+ 0.36% |
$59.2K - $71.8K
|
102K
$25M
|
|
|
Jul 20, 2023
Q2 2023
|
Mason & Associates Inc
|
BUY
|
- |
369+ 1.16% |
$59.1K - $71.6K
|
32.1K
$7.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
367+ 0.59% |
$58.8K - $71.2K
|
62.2K
$15.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
366+ 5.2% |
$58.6K - $71K
|
7.41K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
366+ 0.38% |
$58.6K - $71K
|
95.8K
$23.5M
|